They make up 11% of HSAs and average $23,837, according to Devenir.
Investment-holding accounts made up 11% of HSAs but held 59% of HSA assets, according to Devenir, the first time they have held a majority of assets.
The remaining 89% of HSAs held 41% of HSA assets, and investment-holding accounts averaged $23,837, according to Devenir.
Reported by The Wrap desk from Devenir. Published . Corrections
Capital Group's framework models fixed 4% to 4.5% and variable 5% to 5.5% withdrawal ranges, and a Morgan Stanley poll finds 45% of sponsors rank 401(k) education among top three concerns.
Only 11% of HSAs hold investments, yet they account for 59% of HSA assets.
Investment-holding accounts made up 11% of HSAs, averaged $23,837 and held 59% of assets.
Morgan Stanley's poll of 200 sponsors found 45% rank education among their top three concerns; Empower's survey of 2,005 adults found one in three may have lost track of an old 401(k).
The House passed the Senate text 401-14 in September 2026; the defense covers fiduciaries who rely in good faith on an independent appraisal under IRS Revenue Ruling 59-60.
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